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W.P. Carey
WPC

Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M

Top Buyers

1
BlackRock
1
BlackRock
New York
$968M
2
Citadel Advisors
2
Citadel Advisors
Florida
$72.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$407M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
PS
5
Presima Securities
Quebec, Canada
$29.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$328M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$31.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$54M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$171M
5
Millennium Management
5
Millennium Management
New York
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
76
WealthPLAN Partners
Nebraska
$10.5M 156,884 +15,600 +11%
Truist Financial
77
Truist Financial
North Carolina
$10.5M 151,547 -3,463 -2%
KBC Group
78
KBC Group
Belgium
$10M 26,372 – –
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$9.88M 142,938 +7,398 +5%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$9.35M 135,222 +1,384 +1%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$9.26M 133,956 -4,055 -3%
TA
82
TruWealth Advisors
Louisiana
$8.99M 129,996 +129,996 New
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$8.98M 129,939 -40,466 -24%
Franklin Resources
84
Franklin Resources
California
$8.75M 126,563 +46,529 +58%
AF
85
Allworth Financial
California
$8.71M 126,018 +7,187 +6%
RJA
86
Raymond James & Associates
Florida
$8.67M 125,359 +6,291 +5%
Macquarie Group
87
Macquarie Group
Australia
$8.01M 115,877 +32,257 +39%
EVM
88
Eaton Vance Management
Massachusetts
$7.91M 114,400 +4,513 +4%
CWM
89
CIBC World Markets
New York
$7.67M 110,930 +110,930 New
Invesco
90
Invesco
Georgia
$7.64M 110,469 +32,484 +42%
NC
91
Nicholas Company
Wisconsin
$7.41M 107,220 -715 -0.7%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$7.18M 103,849 -19,525 -16%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$7.17M 103,652 -9,227 -8%
CB
94
Commerce Bank
Missouri
$7.07M 102,237 -20,872 -17%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$7.03M 101,716 +65,047 +177%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$6.7M 96,939 +7,240 +8%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$6.61M 95,628 -5,023 -5%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$6.52M 94,274 +2,612 +3%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$6.5M 93,979 -7,426 -7%
PAMU
100
Pictet Asset Management (UK)
United Kingdom
$6.41M 92,702 -6,625 -7%
2 3
4
5 6